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Build EDGAR Online Visualizations in Tableau Online

Use the CData Cloud Hub to create a virtual MySQL Database for EDGAR Online data and build visualizations in Tableau Online.

Tableau Online is an analytics platform fully hosted in the cloud. When paired with the CData Cloud Hub, you get instant, cloud-to-cloud access to EDGAR Online data for visualizations, dashboards, and more. This article shows how to create a virtual database for EDGAR Online and build visualizations from EDGAR Online data in Tableau Online.

The CData Cloud Hub provides a pure MySQL, cloud-to-cloud interface for EDGAR Online, allowing you to easily build visualizations from live EDGAR Online data in Tableau Online without installing connectors or publishing worksheets and data sources from Tableau Desktop. As you build visualizations, Tableau Online generates SQL queries to gather data. Using optimized data processing out of the box, the CData Cloud Hub pushes all supported SQL operations (filters, JOINs, etc) directly to EDGAR Online, leveraging server-side processing to quickly return EDGAR Online data.

Create a Virtual MySQL Database for EDGAR Online Data

CData Cloud Hub uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Login to Cloud Hub and click Databases.
  2. Select "EDGAR Online" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to EDGAR Online.
    1. Navigate to https://developer.edgar-online.com/ and create an account.
    2. Register a new application and retrieve the AppKey. You should select one of the available Web APIs this application will use like HackPack, Insider Trades or Institutional Ownership.
      Note: HackPack is the most important Web API that an application can use since it supports a large number of endpoints. If you are getting the "Access Denied" error you must create a new app and select the correct Web API which supports the resource you are querying.
    3. After successfully creating a new app, you can access your keys through your "my account" area. Set the AppKey connection property value equal to the Key of your application.
  4. Click Test Database.
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to build visualizations in Tableau Online.

Visualize Live EDGAR Online Data in Tableau Online

The steps below outline creating a new data source in Tableau Online based on the virtual EDGAR Online database in Cloud Hub and building a simple visualization from the data.

  1. Log into Tableau Online, select a project, and create a new workbook.
  2. In the new workbook, choose the MySQL Connector from the data wizard and fill in the values for your Cloud Hub instance.
  3. Select your newly created database and the table(s) you wish to visualize (defining relationships for JOINed tables as needed).
  4. Select Dimensions and Measures and configure your visualization.

SQL Access to EDGAR Online Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live EDGAR Online data from your Tableau Online workbook. You can create new visualizations, build dashboards, and more, with no need to publish data sources and workbooks from Tableau Desktop. For more information on gaining SQL access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Tableau Online, refer to our Cloud Hub page.